Epitec, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Epitec, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Epitec, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Epitec, Inc. under EIN 38-2563079 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,805 participants and $43,362,818 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Epitec, Inc.
- EIN
- 38-2563079
- Plan number
- 001
- Plan type
- 2
- Location
- Southfield, MI
- Latest filing year
- 2023
- Participants
- 1,805
- End-of-year plan assets
- $43,362,818
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,805 | H, C | 20240816051650NAL0008077603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,362,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,362,818
- Net assets (BOY)
- $39,008,455
Income & contributions
- Employer contributions
- $497,124
- Participant contributions
- $4,746,298
- Total contributions
- $5,831,365
- Total income / additions
- $12,010,004
Expenses & distributions
- Benefits paid
- $7,555,859
- Administrative expenses
- $67,212
- Total expenses
- $7,655,641
- Net increase / (decrease)
- $4,354,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plante & Moran, Pllc | ACCOUNTANT | $35,500 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $22,513 | $0 | 2023 |
| Carnow & Associates, Ltd. | CONSULTANT | $7,900 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Morgan Stanley Graystone Consulting | ADVISOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Epitec, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Southfield, MI
- Plante & Moran, Pllc — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Carnow & Associates, Ltd. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Morgan Stanley Graystone Consulting — Schedule C compensation